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Monday 1 July 2024
Memory market faces price tug-of-war amid weak demand and excess inventory
The memory market is currently experiencing a tug-of-war over prices.
Monday 1 July 2024
HBM creates winners in the semiconductor ecosystem in 2Q24
Despite ongoing inventory challenges, global semiconductor providers have seen substantial increases in market valuations over the past quarter.
Monday 1 July 2024
EU eyes space for energy-hungry AI data centers
As AI demand surges, data centers are consuming critical levels of energy, raising concerns about an impending energy and environmental crisis.
Friday 28 June 2024
China's HBM demands account for 7% of 2024 global total
High Bandwidth Memory (HBM) is becoming the core of the High-Performance Computing (HPC) arms race.
Friday 28 June 2024
Samsung leads chip market amid surging AI memory demand, but foundry gap with TSMC widens
Samsung Electronics emerged as the leader in the global semiconductor market (excluding foundry) in the first quarter of 2024, capturing an 11% market share by sales value, according...
Friday 28 June 2024
Auto semiconductor market unlikely to be cautiously optimistic in 3Q24 despite rising car sales
The global automotive market is expected to become cautiously optimistic in the third quarter of 2024 as uncertainties like the European Union's election and the bloc's provisional...
Friday 28 June 2024
AI's insatiable appetite: power-hungry data centers strain global grids
The exponential rise in data center demand, driven by AI advancements, has led to an insatiable demand for electrical power.
Friday 28 June 2024
OLED panel shipments for tablets surge
OLED panel shipments for tablets have shown a significant increase, led by the adoption of Apple's iPad series, according to market sources.
Friday 28 June 2024
PCL seeks to seize AI SiPh opportunities with CPO
Transmission speeds have become crucial as data centers see rapid growth in AI applications.
Friday 28 June 2024
TV market replenishes in second quarter as large-size DDIs face risks in 2H24
Some display driver IC (DDI) manufacturers noted in their earnings calls that the second quarter of 2024 will see a peak in TV application orders, boosting the shipment performance...
Friday 28 June 2024
MCU diversifies for demand recovery in 3Q24
After several quarters of continuous inventory adjustments, the microcontroller (MCU) industry has seen most companies' inventories bottom out.
Friday 28 June 2024
Server demand to drive revenue for IC distributors in 3Q24
IC distributors are expected to enjoy revenue driven by robust sales of server and data center products in the third quarter of 2024, while demand for automotive and industrial remains...
Friday 28 June 2024
Three reasons behind SDC and LGD's decision to slow down their Micro LED business
Compared to the aggressive investments in the Micro LED business by Taiwanese and Chinese companies, South Korean panel manufacturers could slow their efforts in Micro LEDs due to...
Friday 28 June 2024
NAND flash shortage may occur in 2H24
The demand for high-capacity SSDs in AI-accelerated data centers is expanding at a rapid tempo, and a shortage of NAND supply may occur in the second half of this year, according...
Thursday 27 June 2024
Ibiden scales up AI chip substrate capacity for Nvidia supply chain
Ibiden, the Japanese electronic component supplier, used to be seen as an Intel supply chain partner.
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research